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Tuesday 7 July 2026
US grid strain from AI power demand extends order boom for Taiwan equipment makers

A US emergency order to stabilize electricity supplies during an extreme heat wave has underscored a deepening structural imbalance...

Tuesday 7 July 2026
Transcend posts record revenue in 2Q26 on strong demand

Memory module maker Transcend Information reported consolidated revenue of NT$5.07 billion (approx. US$138.66 million) for June 2026...

Tuesday 7 July 2026
BBU demand lifts Taiwanese battery module makers as AI server adoption expands
Battery backup (BBU) module demand from AI servers continued to rise in June, supporting revenue growth at Taiwanese suppliers AES-KY, Simplo Technology and STL. These companies have...
Tuesday 7 July 2026
Sysgration says drone and IPC sales will drive 2H26 growth

Sysgration said June 2026 revenue remained relatively high even after a slight decline from May, supported by shipments of industrial...

Tuesday 7 July 2026
Chicony Electronics reports June revenue gain as AI PC demand builds
Chicony Electronics said June 2026 revenue rose on quarter-end pull-in demand, with power supply products leading the increase. The Taiwanese electronics supplier said the mix of higher-end...
Tuesday 7 July 2026
SK data center bet sets sights on intelligence exports

South Korea is moving to position itself as an exporter of "intelligence" rather than just the chips and equipment that go into building...

Tuesday 7 July 2026
Schaeffler seeks new growth from defense and aerospace as Tier 1 transformation accelerates
Global automotive Tier 1 suppliers are speeding up cross-industry transformation as the car sector's shift puts pressure on long-term growth, and Schaeffler is expanding beyond auto...
Monday 6 July 2026
FCC rule change drives Sporton to a three-year revenue high
Sporton, a high-end testing services provider, reported June 2026 revenue of NT$417 million (US$13.05 million), up 0.5% from the previous month and 12.7% from a year earlier. The increase...
Monday 6 July 2026
Foxconn posts NT$821.8 billion June revenue as AI momentum stays strong
Hon Hai Precision Industry (Foxconn) reported consolidated revenue for June 2026 on July 5, with continued demand for AI servers and cloud networking products driving record performance...
Monday 6 July 2026
LandMark Optoelectronics posts record revenue in June, expands for post-2028 growth

LandMark Optoelectronics (LMOC) posted record-high single-month revenue in June 2026 and is stepping up its expansion plans to prepare...

Monday 6 July 2026
Greatek Electronics advances Taiwan+1 plan with acquisition of Onsemi Philippines packaging plant
Greatek Electronics, a subsidiary of memory packaging and testing provider Powertech Technology (PTI), has approved the acquisition of On Semiconductor SSMP Philippines, a packaging...
Monday 6 July 2026
China's chip equipment makers ramp up expansion as AI and memory boom fuel domestic demand

China's leading semiconductor equipment manufacturers are accelerating expansion through acquisitions and fundraising, as surging AI...

Monday 6 July 2026
Exclusive: AWS's ASIC shipment hike drives demand upside for Taiwan suppliers

Amazon Web Services has told its server supply chain partners to raise shipment volumes for the third quarter of 2026, according to...

Monday 6 July 2026
Analysis: AI supercycle could drive semiconductor market beyond US$2 trillion by 2030
The global semiconductor market is entering a historically significant growth phase. According to WSTS's latest June forecast, global semiconductor revenue is projected to grow by...
Sunday 5 July 2026
AI PCs, AR glasses, and robots reshape display tech

The rapid expansion of AI applications is redefining what device makers need from display technology.